Verger Capital Management is a leading Outsourced Chief Investment Officer (OCIO) firm that provides comprehensive investment management solutions to a select group of nonprofit institutions, including endowments, foundations, and educational organizations. Founded in 2014 and originating from the Wake Forest University Office of Investments, Verger combines institutional-scale portfolio management with high-touch, client-focused service. Verger emphasizes downside protection, sustainable growth, and capital preservation, employing a multi-asset strategy that includes significant allocations to alternative investments such as private equity, venture capital, real assets, and hedge funds. With a proven track record in mission-aligned investing, Verger Capital Management stands out as a trusted OCIO partner dedicated to helping nonprofit organizations achieve long-term financial sustainability while advancing their institutional goals.
Verger Capital Management is a mission-driven Outsourced Chief Investment Officer (OCIO) firm focused exclusively on serving nonprofit institutions, including endowments, foundations, and mission-based organizations.
Originating from the Wake Forest University Office of Investments, Verger combines institutional-scale portfolio management with personalized advisory services, offering clients the best of both worlds—rigorous investment discipline and a deep understanding of nonprofit culture and values.
The firm’s differentiated approach lies in its mission alignment, institutional heritage, and robust investment process, all designed to help nonprofits achieve long-term financial sustainability and mission success.
CORE EXPERTISE
Outsourced Chief Investment Officer (OCIO) – Verger provides fully customized, discretionary OCIO services, acting as an extension of each client’s investment office and managing portfolios with a focus on long-term growth and preservation.
Institutional Portfolio Design & Diversification – The firm builds high-conviction, resilient portfolios using diversified strategies across asset classes, including private equity, venture capital, real assets, and hedge funds, to achieve strong risk-adjusted returns.
Robust Risk Management – Verger employs dynamic asset allocation and liquidity management techniques to mitigate risk, preserve capital, and maintain stability across varying market cycles.
Manager & Idea Sourcing Network – Leveraging deep institutional relationships, Verger conducts extensive due diligence and partners with both leading institutional managers and emerging boutique firms to uncover unique investment opportunities.
Client Engagement & Advisory – With a high-touch service model, Verger functions as a strategic partner, offering proactive communication, transparent reporting, and collaborative decision-making tailored to each nonprofit’s mission and needs.